Other · DOL Form 5500 · 2024

San Diego Zoo Wildlife Alliance Retirement Plan

Data updated 2026-08-11

$186M
Total assets
3,053
Participants
94th
Percentile by assets
$60,765
Avg per participant
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Official DOL plan name: San Diego Zoo Wildlife Alliance 403(b) Plan · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$186M in assets, 3,053 participants

San Diego Zoo Wildlife Alliance's San Diego Zoo Wildlife Alliance 403(b) Plan reported $186M in total assets and 3,053 participants in its 2024 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 94th percentile by assets (of 123,622 plans)
  • #2,848 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

San Diego Zoo Wildlife Alliance 403(b) Plan covers 3,053 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $186M.

$186M
total plan assets (2024 EOY)
3,053
covered participants
94th
percentile by assets (of 123,622 plans)
$60,765
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Diego Zoo Wildlife Alliance 403(b) Plan end-of-year assets rose from $161M in the plan year 2023 filing to $186M in the plan year 2024 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan reported net income fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan reported participants fell from 3,079 in the plan year 2023 filing to 3,053 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Diego Zoo Wildlife Alliance 403(b) Plan reports 3,053 participants - 4.8x that state average ($186M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$186M
Net Income$25M
Employer EIN951648219
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Zoo Wildlife Alliance)

$340M$360M$380M$400M 202220232024 $348M $391M ▲ +12.3%
Total plan assets by year, all San Diego Zoo Wildlife Alliance plans on file
Year Plans Participants Total Assets
2022 3 4,675 $348M
2023 3 4,712 $376M
2024 3 4,498 $391M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants

San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants San Diego Zoo Wildli…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to San Diego Zoo Wildlife Alliance 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did San Diego Zoo Wildlife Alliance 403(b) Plan assets move in 2024?
San Diego Zoo Wildlife Alliance 403(b) Plan grew sharply - up 15.3% during 2024, from $161M to $186M. Reported net income was $25M.
How have San Diego Zoo Wildlife Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), San Diego Zoo Wildlife Alliance's sponsor-wide assets grew 12.3%, from $348M to $391M.
Where does San Diego Zoo Wildlife Alliance 403(b) Plan rank by assets among Form 5500 filers?
San Diego Zoo Wildlife Alliance 403(b) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to San Diego Zoo Wildlife Alliance 403(b) Plan?
Among Other plans in other states, the closest by assets is Center for Creative Leadership Retirement Savings Plan in NC ($185M, 560 participants).

Next read for San Diego Zoo Wildlife Alliance 403(b) P…

Filing takeaways

Ways to act on San Diego Zoo Wildlife Alliance 403(b) Plan's numbers.